Pinnacle Family Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Buy |
1,055
+44
| +4% | +$21.4K | 0.25% | 71 |
|
|
2025
Q1 | $538K | Buy |
1,011
+9
| +0.9% | +$4.79K | 0.29% | 64 |
|
|
2024
Q4 | $454K | Buy |
1,002
+11
| +1% | +$4.99K | 0.22% | 74 |
|
|
2024
Q3 | $456K | Sell |
991
-2
| -0.2% | -$921 | 0.24% | 74 |
|
|
2024
Q2 | $404K | Buy |
993
+15
| +2% | +$6.1K | 0.22% | 73 |
|
|
2024
Q1 | $411K | Hold |
978
| – | – | 0.22% | 66 |
|
|
2023
Q4 | $349K | Buy |
978
+373
| +62% | +$133K | 0.21% | 73 |
|
|
2023
Q3 | $212K | Hold |
605
| – | – | 0.12% | 87 |
|
|
2023
Q2 | $206K | Sell |
605
-736
| -55% | -$251K | 0.11% | 97 |
|
|
2023
Q1 | $414K | Hold |
1,341
| – | – | 0.25% | 71 |
|
|
2022
Q4 | $414K | Buy |
1,341
+134
| +11% | +$41.4K | 0.3% | 58 |
|
|
2022
Q3 | $322K | Buy |
1,207
+13
| +1% | +$3.47K | 0.28% | 61 |
|
|
2022
Q2 | $326K | Buy |
1,194
+504
| +73% | +$138K | 0.27% | 65 |
|
|
2022
Q1 | $244K | Sell |
690
-31
| -4% | -$11K | 0.13% | 103 |
|
|
2021
Q4 | $216K | Buy |
+721
| New | +$216K | 0.1% | 101 |
|